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Weaver Consulting Group’s FT Vest US Equity Deep Buffer ETF February DFEB Stock Holding History

Weaver Consulting Group’s Portfolio DFEB Stock Details DFEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-1,000
Closed -$31K – 316
2020
Q3 		$31K Hold
1,000
– – 0.02% 333
2020
Q2 		$30K Hold
1,000
– – 0.02% 323
2020
Q1 		$28K Buy
+1,000
New +$28.2K 0.02% 284

Other funds holding DFEB

APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $610M AUM 13.46% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HR
Hayden Royal Charlotte, North Carolina $42.7M AUM 33.86% 1-Year Est. Return

Weaver Consulting Group's DFEB Position: Q4 2020 in Review

Weaver Consulting Group sold out of FT Vest US Equity Deep Buffer ETF February (DFEB) in Q4 2020, closing a stake of 1,000 shares — an estimated $31K sold.

Weaver Consulting Group first reported a position in DFEB in Q1 2020 and held it in 3 quarters. The position peaked at $31K in Q3 2020. 79 funds tracked by Wall St. Rank hold DFEB as of Q4 2020.

  • Weaver Consulting Group reported no remaining FT Vest US Equity Deep Buffer ETF February position as of Q4 2020 after selling out during the quarter.
  • Weaver Consulting Group sold 1,000 FT Vest US Equity Deep Buffer ETF February shares in Q4 2020, an estimated $31K.
  • Weaver Consulting Group first reported a position in FT Vest US Equity Deep Buffer ETF February in Q1 2020 and held it in 3 quarters.
  • Weaver Consulting Group's FT Vest US Equity Deep Buffer ETF February position peaked at $31K in Q3 2020.
  • 79 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF February as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.